BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$552K 0.02%
5,660
+875
177
$551K 0.02%
6,804
+54
178
$549K 0.02%
2,859
+259
179
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1,275
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180
$544K 0.02%
18,282
181
$539K 0.02%
6,552
182
$535K 0.02%
6,144
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183
$527K 0.02%
8,649
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184
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2,612
185
$520K 0.02%
6,040
186
$515K 0.02%
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187
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188
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189
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190
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191
$460K 0.02%
8,426
192
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193
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195
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196
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197
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3,225
198
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2,825
+1,411
199
$420K 0.02%
+5,360
200
$414K 0.02%
5,029
-100
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